We want our clients to benefit from our advanced financial planning service which is tailored individually to them, reflecting their circumstances, aims and objectives. We aim to advise on the creation and ongoing management of investment portfolios, reacting to our client needs as well as the financial market trends and risks. We want to offer our corporate business clients advice on company pensions and corporate protection.
P J Aiken Limited currently manage company group pension schemes and our clients can expect:- Strategic advice to employers to ensure cost effective and tax efficient provision of pension benefits to employees. Financial advice for individual employees. Administration services to ensure the smooth running of company schemes.
For our corporate clients, we offer advice on protection for key employees and for company directors. The loss of a key person can have a dramatic impact on a business.
We currently provide our services on both a commission and fee basis depending on our clients’ requirements and our client’s initial consultation will always be funded by us.
Our advisers offer expertise in the areas of pensions, inheritance tax & Trust planning and investment solutions. Our comprehensive investment reports are prepared by our advisers and our dedicated administration team. Our administration team are always there to ensure the speed and completion of any investment transactions.